Customer Types

This screen allows you to maintain a file of Customer Types, which are used to analyse Customer records.   Customer Types are User-defined and can include such types as:

• Electrical Wholesale
• Fastenings Retail
• Reseller

Entry and Display fields

Type: Enter the Name of the Customer Type.   Duplicates not allowed.

Description: Enter a short description of the Customer Type.  No checks are made on this entry

Data Display Options

Field Position: On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Buttons

Close: This will close the Customer Type screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will send the cursor to a new line for entry of a new Customer Type.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current highlighted Customer Type.

Set Default: If you highlight a record and click this Button then the Default Customer Type will appear at the top of the screen.  The Customer Type is used to prefill the Customer screen when adding a new Customer.  It can, of course, be amended to another Type in that screen without affecting this default.  The Default Customer can be amended at any time.